HEADER

Use this tab to enter the general information needed to process this requisition.

Requisitioner

Use this group box to enter information about the requisitioner.

Requisitioner

Use this field to enter, or use to select, the employee ID of the requisitioner. The corresponding employee name displays in the unlabeled field on the right. As an alternative, you can use in the unlabeled field to select an employee name, instead.

Organization

Use this field to enter, or use to select, the organization ID associated with this Requisitioner. This field defaults to the home organization of the requisitioner.

Previously, if you selected the Apply Organization Security check box on the Configure System Settings screen in the Administration domain, and at least one Procurement Planning screen is activated for organization security on the Activate/Inactivate Organization Security by Module screen, you must enter data in this field with the requisitioner's organization. Costpoint displayed the following error message if you do not enter a requisition organization in this case: 'The Requisitioner's Organization must be entered to properly validate organization security.'

With the changes following enhancements of the organization security feature, if you enabled organization security in the system setting, and the screen is activated for organization security, Costpoint will not allow you to add, change, or delete a requisition if your logged-in user ID does not have full rights to the requisitioner’s organization ID in the user security group’s security profile.

On data entry/new records, the system now validates all the Inv Abbrev, Projects, and Organizations (header and line) against the Requisitioner/Buyer If the Apply Org Security for Employees without User ID check box is selected on the Configure System Settings screen. If the Apply Org Security for Employees without User ID check box is not selected on the Configure System Settings screen, and there is no user ID associated to the Requisitioner/ Buyer, then the system will suppress the organization security validations against it. In addition, if you link a project (on the Accounts subtask - Project’s Owning Org) and an organization (on the Accounts subtask) that are not authorized for the user ID, Costpoint displays the following error message: "Your user ID does not have access to the Requisitioner’s Organization:[Org ID]."

Phone

Use this field to enter, or use to select, the telephone number of the requisitioner. This defaults to the telephone number in the Employee table, but can be modified.

Extension

Use this field to enter, or use to select, the extension number of the requisitioner's Phone. This defaults to the extension in the Employee table, but can be modified.

Buyer

Use this field to enter, or use to select, the identification code of the buyer you want to use for this requisition. The descriptive name for this buyer displays in the field to the right. The buyer must already exist in the Manage Buyers screen in Costpoint Purchasing, and must be linked to the appropriate project/account/organization combination. If not, Costpoint displays a message that the buyer is not authorized.

You cannot access this field if you have not selected the Allow Buyer Override check box in the Defaults group box of the Configure Purchase Requisition Settings screen.

The defaulting logic is as follows, and depends on the buyer assignment method selected in requisition settings.

• If P (Proj/Acct/Org), default BUYER_PROJ. BUYER_ID or BUYER_ORG_ACCT. BUYER_ID from row with DEFAULT_FL = Y corresponding to the project or account/org of requisition line. If the value is unavailable, use the default value from the header.

• If V (Preferred Vendor), default BUYER_VEND. BUYER_ID corresponding to the Preferred Vendor on the requisition line. If the value is unavailable, use the default value from the header.

• If I (Item/Misc Type), default ITEM.BUYER_ID corresponding to the requisition line item. If the value is unavailable, use the default value from the header.

• If C (Commodity), default COMM.BUYER_ID corresponding to the requisition line item commodity code (ITEM.COMM_CD.) If the value is unavailable, use the default value from the header.

• If M (Manual), use the default value from the requisition header.

If The Configure Purchase Requisition Settings application does not allow buyer override for the associated company, this field remains non-modifiable and is based on the requisition settings buyer assignment code.

Although a buyer is not required at this point, you must enter one before you can generate a purchase order from the requisition in the Approve Purchase Requisitions or Approve Purchase Requisition Lines screens.

Subcontractor Agreement

Select this check box to indicate that the requisition is for creating subcontractor agreements.  If this is selected, requisition lines can only be generated into PO of type Subcontractor Agreement, Subcontractor Agreement Blanket, or Subcontractor Agreement Release. If the requisition is specified as a Subcontractor Agreement, Subcontractor Agreement Blanket, or Subcontractor Agreement Release, lookup result on Buyer will not include those who are not authorized to enter at least one of these PO types.

Combine With Other Requisitions

Select this check box to combine this requisition with other requisitions having the same vendor and buyer onto one purchase order. This check box may already be selected, depending on the setup in the Requisition Settings screen, but you can clear it to disable the combine feature for this requisition.

Requisition Printed

If this check box is selected, the requisition has been printed. As long as this check box remains selected, a duplicate message displays on any reprints of this requisition. Clear this check box to disable the duplicate message on any reprints of this requisition.

Requisition Date

Use this field to enter, or use to select, the requisition creation date. This field's value defaults to the system date, but can be modified.

Target Place Date

Use this field to enter, or use to select, the date on which the buyer must generate the purchase order in order to receive the requisitioned item by the requested date.

Date Entered

This field displays the date when the requisition was entered or last updated.

Buyer Assignment Date

This field displays the date on which this requisition is assigned to a buyer. This field defaults to the current date if a buyer was manually assigned.

Procurement Type

Use this field to enter, or use to select, the procurement type code for this item. Procurement types serve two purposes: you can use them to categorize requisition lines, and to instruct buyers on how many quotes should be obtained before the requisition line is generated into a purchase order.

Sales Tax/VAT Total

This field displays the sum of the Est Sales Tax/VAT Amt for all requisition lines.

Req Total

This field displays the sum of the Total Est Cost Amt for all requisition lines.